Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,205 | $202,440-78.2% | $169,390-73.9% | $139,466-68.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 12.17% | 532.36%-520.2pp | 406.07%-393.9pp | 373.66%-361.5pp |
| Employer contribution / active EE | $302 | $4,693-93.6% | $4,013-92.5% | $4,754-93.7% |
| Participant deferral / active EE | $2,062 | $6,940-70.3% | $6,222-66.9% | $6,712-69.3% |
| Admin fee / account holder | $989 | $10,722-90.8% | $9,015-89.0% | $11,409-91.3% |